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Showing 51 - 60 of 237 results for "Insignia"

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
FirstChoice, BT Panorama and Insignia Financial's Expand are the most widely used platforms among financial advisers, according to Rainmaker Information, which shows that one third of the industry rely on the 'Big 3'. Colonial First States ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
Insignia Financial has entered into a Scheme Implementation Deed (SID) to be acquired by New York-based CC Capital Partners for a value of $3.3 billion. CC Capital has agreed to acquire all the issued shares in Insignia for a cash consideration of $4.80 ...

CC Capital drags feet on Insignia takeover bid

KARREN VERGARA  |  MONDAY, 21 JUL 2025
CC Capital Partners continues to drag its feet on making an official takeover offer for Insignia Financial, surpassing the two-week timeframe it promised it would make a binding bid within. The announcement released on the ASX this morning states that ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... Retirement Boost will be available on the Expand platform for advisers to use with their superannuation clients from August. Insignia Financial chief executive Scott Hartley said until now the super industry has treated the accumulation and decumulation ...

Insignia finalises 1300 staff transfer to SS&C

KARREN VERGARA  |  MONDAY, 7 JUL 2025
Insignia Financial has finalised the outsourcing of about 1300 staff who worked in the master trust business to SS&C Technologies after striking a deal in February. Last week, staff working in administration, technology and digital teams that support ...

Potential Insignia takeover edges closer

ELIZA BAVIN  |  TUESDAY, 1 JUL 2025
A final takeover offer for Insignia Financial may come within the next two weeks as CC Capital Partners "continues to actively work towards" making a binding bid for the wealth manager. Insignia confirmed CC Capital is finalising financing and investment ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... the future." Last year, GESB renewed its superannuation administration mandate with MUFG Retirement Solutions. Former Insignia Financial chief operating and technology officer Frank Lombardo took up the role to lead MUFG Retirement Solutions in February ...

Super funds to take stock of information security controls

JAMIE WILLIAMSON  |  TUESDAY, 10 JUN 2025
... confirmed to have been targeted in the credential stuffing incident - AustralianSuper, Australian Retirement Trust, Hostplus, Insignia Financial and Rest - have been given a separate task. Instead of completing the self-assessment, these funds must undertake ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... ensuring they have access to iCapital's suite of alternative investment solutions and analytics tools. He joins from Insignia Financial, where he served as chief distribution officer, overseeing sales, client relationships, and product governance. ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... strengthened consultant relationships, and drove business growth initiatives. She joined Schroders as an analyst from Insignia Financial, where she spent seven years developing an approved product list and model portfolios for advisors. In the role ...